Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SUMXF (Supremex Inc) 1.15% 2.04% -6.84% 12.45% 1.06% 7.01% NA
Data as of 06/05/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
Name Start Date End Date
SUMXF (Supremex Inc) 06/26/2008 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 2.04 -6.84 12.45 1.06 7.01 NA 1.15 18.35 -16.13 -22.74 121.30 26.59 -7.29 11.04 -45.05 -4.84 26.45 30.34 52.95 87.07 -22.17 -32.14 6.90 19.31 -52.12
Sharpe Ratio NA -0.03 -0.25 0.22 -0.02 NA NA 0.01 0.45 -0.42 -0.58 2.02 0.56 -0.12 0.30 -1.17 -0.30 0.94 0.80 1.64 1.39 -0.34 -1.10 0.17 0.38 -1.09
Standard Deviation(%) NA 23.62 39.78 45.29 42.62 NA NA 20.47 34.86 47.02 45.67 58.87 47.45 62.59 32.10 39.72 18.41 27.94 38.02 32.29 62.51 65.47 29.32 39.06 50.09 70.57
Draw Down(%) NA 13.31 48.17 54.55 74.22 NA NA 8.07 15.03 22.93 52.80 21.89 16.33 52.61 29.12 49.56 18.60 13.80 19.17 15.14 28.37 50.00 42.15 27.14 33.87 54.25
Yield(%) 0.00 14.82 5.50 8.42 3.72 6.22 3.06 0.00 17.90 3.73 2.43 4.33 0.00 2.78 12.22 5.65 4.83 4.95 6.15 10.75 11.82 7.84 3.81 5.15 21.77 10.79
Data as of 06/05/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUMXF (Supremex Inc) -31.67%
Jul 2017 – Jul 2020
-21.11%
Jul 2015 – Jul 2020
-2.71%
Jul 2010 – Jul 2020
3.53%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUMXF (Supremex Inc) 77.01%
Jul 2020 – Jul 2023
38.39%
Jan 2013 – Jan 2018
24.81%
Jan 2013 – Jan 2023
10.83%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return